Sound View Wealth Advisors Group, LLC Ishares Barclays Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 13,553 shares of IEF stock, worth $1.27 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,553
Previous 3,039
345.97%
Holding current value
$1.27 Million
Previous $292,000
339.04%
% of portfolio
0.14%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
977Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.83 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.4 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.15 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$960 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$895 Million0.63% of portfolio